ADM-201 · Question #362
Universal Containers has three separate lines of business. Each line has specific fields that must be displayed to users. However, the fields needed by the sales team are different than the fields…
The correct answer is C. Create three record types, each with 2 page layouts. To accommodate three distinct lines of business with different fields, and two teams (Sales/Service) needing different fields within each, the administrator should create three record types, each with two associated page layouts.
Question
Universal Containers has three separate lines of business. Each line has specific fields that must be displayed to users. However, the fields needed by the sales team are different than the fields needed by the service team. How should the administrator configure this requirement?
Options
- ACreate two record types, each with 3 page layouts.
- BCreate one record type with six Page Layouts.
- CCreate three record types, each with 2 page layouts.
- DCreate six record types, each with 1 page layout.
How the community answered
(49 responses)- A2% (1)
- B6% (3)
- C82% (40)
- D10% (5)
Why each option
To accommodate three distinct lines of business with different fields, and two teams (Sales/Service) needing different fields within each, the administrator should create three record types, each with two associated page layouts.
Two record types would not be sufficient to represent three distinct lines of business, each requiring unique field sets.
Using only one record type prevents the differentiation of underlying business processes and field sets required for each of the three lines of business.
Creating three distinct Record Types allows for the separation of business processes and field sets for each of the three lines of business. Within each record type, two separate Page Layouts can then be assigned (one for Sales, one for Service) to customize field visibility and arrangement for each team.
Six record types (one for each business line and team combination) would be an overly complex design; record types should primarily define distinct business processes, with page layouts handling UI variations per profile.
Concept tested: Record Types and Page Layouts for UI variation
Source: https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5
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